Markel Group, Inc (MKL) — Hedge Fund Ownership Q4 2025
MKL
- Markel Group, Inc (MKL) is held by 4 of 81 tracked hedge funds, with Greenlea Lane Capital Management (14%) and Davis Selected Advisers (4%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in MKL holdings came from Davis Selected Advisers (+11%) and Greenlea Lane Capital Management (+2%), highlighting conviction.
- The biggest decreases in MKL holdings came from Gardner Russo & Quinn (-18%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to Markel Group, Inc (MKL) by +9% vs the prior quarter and +10% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Greenlea Lane Capital Management Josh Tarasoff
|
14.37% | 23K | +2.00% | +5.46% | $49.2M | $2,149.65 | — |
| 2 |
Davis Selected Advisers Christopher Davis
|
4.01% | 415K | +11.15% | +12.05% | $892.5M | $2,149.76 | — |
| 3 |
Giverny Capital Francois Rochon
|
3.15% | 44K | +0.34% | +1.49% | $94.5M | $2,149.65 | — |
| 4 |
Gardner Russo & Quinn Thomas Russo
|
0.15% | 6K | -17.95% | -27.17% | $13.5M | $2,149.65 | — |
| 4 | Total | — | 488K | +9.13% | +9.93% | $1.05B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.